and clorox -- too much like johnson & johnson. this is tough. we are going to get rid of clorox and bring a little industrial in there. why don't we put in, yes, i don't mind saying it, ge, since it's one of the biggest positions in -- or you can do 3m. which made a really good executive decision today that i liked very much about not overpaying for avery dennison. let's go to sandy in ohio. >> caller: boo-yah to you. calling to see if i am diversified. >> okay. >> caller: my five stocks are emc, procter & gamble, pg, bristol-myers, bmy, conagra, cag and vodafone, vad. >> detected a philadelphia accent among that ohio moniker. >> high-yielding telco from europe. not my favorite but that's okay. bristol-myers. conagra, what a terrific quarter they delivered. i'm crazy about that. emc, tech. procter, we'll say procter is not food because they've gotten rid of food. they got rid of pringles to kellogg. we're going to make this food, we're going to make this consumer products. this is drugs. this is telco, this is tech. and therefore we've got a ter